+2.4%
MELI vs S
-69.2%
+71.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.4% |
| 7D | -4.1% | -0.7% | -3.4% | -3.9% |
| 30D | +3.8% | -11.4% | +15.2% | +7.0% |
| 3M | +17.8% | +33.8% | -16.0% | +4.6% |
| 6M | +7.4% | +39.5% | -32.0% | -7.5% |
| YTD | -5.8% | +31.7% | -37.5% | -17.7% |
| 1Y | -18.9% | +7.0% | -25.8% | -24.1% |
| 3Y | +33.3% | +11.8% | +21.6% | +8.6% |
| All | +2.4% | -69.2% | +71.6% | +24.1% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded S wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling